Review Detail

 
NaviPlan Extended Hot
Financial Planning
by a4a-manage     May 28, 2009    
dang216

View all my reviews (2)
Overall rating 
 
 
3.3
Company 
 
 
4.0
Interface 
 
 
4.0
Integration 
 
 
2.0
Pricing 
 
 
3.0
Monte Carlo Simulation 
 
 
4.0
Taxes 
 
 
4.0
Asset Allocation 
 
 
3.0
LTC-College Planning 
 
 
3.0
Estate Planning 
 
 
3.0

I have used NaviPlan Extended for 10 years and find it well-suited to our high net worth client base

We are starting to wonder if this tool has kept pace with competing programs in terms of integration and online access.

Was this review helpful to you? 

Comments

 
 
Ordering 
 
Already have an account? or Create an account